CHAPTER 7

Operational Analysis and Post-Implementation Reviews

Don’t stop thinking about tomorrow, don’t stop, it will soon be here. Don’t stop thinking about tomorrow, yesterday’s gone, yesterday’s gone.

—FLEETWOOD MAC, “DON’T STOP,” 1977

The active management of an investment portfolio requires knowledge gained through monitoring and evaluating its various constituent investments. It is essential that financial investors not lose track of how their investments are performing. This does not diminish the importance of looking for potential new investments, but the importance of the current portfolio should be regarded because it is the present basis for wealth creation and investment success.

This same reason for analyzing the performance of ...

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